Director of Client Implementation
Kathleen (Kate) Ward is a manager with Capital Management Group. Kate joined Capital Management Group in 1998 and played a key role in the early days of building the firm. Today, Kate leads a new business team that supports the firm’s clients throughout the onboarding process, helping them transition their assets over to Capital Management Group.
Under Kate’s leadership, the New Business Team provides attentive, considerate and detail-oriented service to clients. Kate and her team take great pride in working with clients to address their needs accurately and in a timely manner.
A native of Pearl River, NY, Kate now resides in Rockland County with her husband Michael. In her spare time Kate enjoys entertaining and sharing her love of cooking with family and friends. She also revels in the splendor of nature by hiking the trails of Rockland and Sullivan with her trusted friend Hudson, the family’s Standard Poodle.
Kate holds FINRA Series 6 and 63 securities registration licenses and Life and Health insurance licenses.